Chancellor Financial Group WB LP

CIK 0002059742 · WILKES-BARRE, PA · Quarter end: 2026-06-30 · Filed on: 2026-08-10 · Open the SEC source

Chancellor Financial Group WB LP reported 149 positions worth $161.5M as of June 30, 2026 (13F filed August 10, 2026). Largest holding: AAPL (14.2%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$161.5M
2026 Q2
Positions
149
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
46.7%
Est. Net Flow (Q)
2026 Q2
10 / 149 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AAPLAPPLE INCSH$22.9M14.15%79,018
2MSFTMICROSOFT CORPSH$11.5M7.11%30,780
3IVVISHARES TRSH$8.1M5.04%10,881
4NVDANVIDIA CORPORATIONSH$6.8M4.20%33,896
5AMZNAMAZON COM INCSH$6.1M3.78%25,622
6GOOGLALPHABET INCSH$5.8M3.59%16,225
7JNJJOHNSON & JOHNSONSH$4.2M2.57%16,373
8NEENEXTERA ENERGY INCSH$3.6M2.20%40,505
9VVISA INCSH$3.3M2.05%9,672
10CCITIGROUP INCSH$3.2M2.01%23,190

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Chancellor Financial Group WB LP hold as of Q2 2026?

Chancellor Financial Group WB LP reported 149 positions worth $161.5M in its Q2 2026 13F filing. Largest positions: AAPL (14.2%), MSFT (7.1%), IVV (5.0%), NVDA (4.2%) and AMZN (3.8%).

What did Chancellor Financial Group WB LP buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Chancellor Financial Group WB LP sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.